Don’t Forget to Register for Year-End Training!

Don’t Forget to Register for Year-End Training!

There’s Still Time to Register for Year-End Training! Like last year, the year-end training is combined for both online and self-processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks. The deadline to register for our November 20th session is Monday, November 18th.  If you are… Read more »

Nov 15, 2019

A Gift from Xtend!

ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Wednesday, November 27th.  We will then… Read more »

Nov 14, 2019

Don’t Forget, Your First Year-End Deadline is Friday, November 8

Don’t Forget, Your First Year-End Deadline is Friday, November 8

**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »

Nov 6, 2019

2019 Year-End Kickoff – Register for Year-End Training!

2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »

Oct 17, 2019

A Gift from Xtend!

ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Wednesday, November 28th. We will then… Read more »

Nov 15, 2018

Year-End Deadlines Approaching!

Year-End Deadlines Approaching!

Make sure to complete your November year-end tasks! No Later Than Monday, November 5 Online Credit Unions Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions Self-Processing Credit Unions Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form Check on the other November deadlines and more in the… Read more »

Nov 2, 2018

2018 Year-End Kickoff!

2018 Year-End Kickoff!

It’s that time of year again! We are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*Answers. Like previous years, a preview of the Year-End Processing Guide will first be available online by Friday, November 2. Your credit union’s printed copy will arrive shortly thereafter. This is important to note… Read more »

Oct 25, 2018